Charity Search / GRANITE BAY MONTESSORI
Education (B99Z) IRS Verified DX Registered 990 on File

GRANITE BAY MONTESSORI

EIN: 68-0258205 · GRANITE BAY, CA 95661-5933 · United States · FY 2025 Data
3 out of 5 55 / 100 Based on 2+ years of filings
Financial strength (30%) 84/100
Reliability (20%) 55/100
Effectiveness (25%) 75/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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Mission Statement

It is the mission of Granite Bay Montessori to serve the academic, social and emotional needs of every student on an individual basis. As such, the academic program will fit the academic level of the student. The student will move as quickly as he or she is able. Mastery will be achieved before a student moves on to the next skill. The environment will be tailored to expect the highest level of behavior, maturity, and academic achievement that is possible for each student. To develop a strong academic foundation and critical thinking skills, our program is well-rounded and touches upon many different areas. Montessori emphasizes in-depth studies of each subject. Our goals set forth for our students are: 1. Take responsibility for their own work, belongings, and care of self. 2. Discover who they are and learn to cultivate their strengths and talents. 3. Respect all members of the community: students, faculty, and staff. 4. Participate actively in the wider community life of the school. 5. Gain real world knowledge and skills. 6. Become well prepared to enter high school. Our school, the children, and parents must work together to achieve the highest potential for each child. This partnership is very important to the educational, social, and emotional growth of each individual child. This partnership is achieved when parents: 1. Trust the Montessori educational philosophy and support the faculty as they set standards for both the intellectual development and the personal behavior of each student. 2. Establish school work as a priority at home and provide time and space for study. 3. Stay well informed about the school program and their child’s progress by reading regular mailings, attending teacher conferences, and other parent events. 4. Communicate with teachers. 5. Respect the school schedule by assuring the child’s prompt and regular attendance.

Financial Overview — FY 2025
$2.5M
Total Revenue
$2.3M
Total Expenses
$1.8M
Net Assets
42
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 71.7%
Fundraising Efficiency N/A
Operating Reserve 9.29x
Liability-to-Asset 14.9%
Revenue Diversification 94.1%
Executive Compensation $84K
Compared with Peers
FY 2025
Compared with 5,421 similar organizations (United States, Education, $1M–$10M in expenses), FY 2025.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
71.7% 84.2%
P10P90
Bottom quarter
Admin expense ratio
Management and general / total expenses · lower is better
28.3% 12.9%
P10P90
Bottom quarter
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
0.0% 0.0%
P10P90
Top quarter
Operating reserve
Months of expenses covered by net assets · higher is better
9.3 mo 9.0 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
14.9% 21.7%
P10P90
Above median
Revenue concentration
Share of revenue from the largest source · lower is better
94.1% 89.4%
P10P90
Below median
Revenue growth
Year over year revenue growth
11.2% 5.0%
P10P90
Expense growth
Year over year expense growth
18.6% 6.1%
P10P90
Surplus margin
Surplus as a share of revenue
6.9% 3.0%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $2.5M $2.3M $1.8M 71.7% 42
2024 $2.3M $2.0M $1.6M 70.5% 42
2023 $2.1M $1.8M $1.4M 100.0% 27
2022 $1.9M $1.6M N/A — 33
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Organization Details
EIN
68-0258205
State
CA
City
GRANITE BAY
ZIP
95661-5933
Classification
B99Z
Category
Education
Rating
3★
Coverage
A
Last Updated
Aug 2026
IRS Ruling Year
1991
Foundation Code
11
Form 990
On File
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